Civic Intelligence

The Robert and Sherry Guth Charitable Foundation

990PF • Fiscal year 2019 • EIN 82-3448044

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 07, 2020

Organization Profile
203 Brawley Harbor PlaceMooresville, NC 28117

(704) 663-6702

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

52nd percentile

0.10x

Higher debt load relative to assets than 52% of similar nonprofits.

2019 filings • NTEE P20 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

100th percentile

219%

Higher net margin than 100% of similar nonprofits.

2019 filings • NTEE P20 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

2019 filings • NTEE P20 • $1M-$5M nonprofits • Source year 2019

Asset Growth

70th percentile

23%

Faster asset growth than 70% of similar nonprofits.

2019 filings • NTEE P20 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$1,607,686

Up $297,061 (+23%) from 2018

Net Assets

Up

$1,451,837

Up $212,355 (+17%) from 2018

Liabilities

Up

$155,849

Up $84,706 (+119%) from 2018

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$62,636

Down $72,230 (-753%) from 2018

Expenses

Up

$74,809

Up $10,821 (+17%) from 2018

Net Income

Down

-$137,445

Down $83,051 (-153%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2018: $1,310,625Liabilities 2018: $71,143Net Assets 2018: $1,239,4822018Assets 2019: $1,607,686Liabilities 2019: $155,849Net Assets 2019: $1,451,8372019Assets 2020: $1,978,234Liabilities 2020: $119,079Net Assets 2020: $1,859,1552020Assets 2021: $1,665,019Liabilities 2021: $294,742Net Assets 2021: $1,370,2772021Assets 2022: $890,368Liabilities 2022: $2,275Net Assets 2022: $888,0932022Assets 2023: $1,602,671Liabilities 2023: $68,295Net Assets 2023: $1,534,3762023Assets 2024: $1,479,027Liabilities 2024: $139,755Net Assets 2024: $1,339,2722024

Highlighted filing

2019

Assets$1,607,686
Liabilities$155,849
Net Assets$1,451,837
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200K-$400KRevenue 2018: $9,594Expenses 2018: $63,988Net Income 2018: -$54,3942018Revenue 2019: -$62,636Expenses 2019: $74,809Net Income 2019: -$137,4452019Revenue 2020: $85,821Expenses 2020: $44,003Net Income 2020: $41,8182020Revenue 2021: -$166,137Expenses 2021: $59,841Net Income 2021: -$225,9782021Revenue 2022: $28,917Expenses 2022: $34,516Net Income 2022: -$5,5992022Revenue 2023: $528,895Expenses 2023: $111,748Net Income 2023: $417,1472023Revenue 2024: -$18,250Expenses 2024: $90,038Net Income 2024: -$108,2882024

Highlighted filing

2019

Revenue-$62,636
Expenses$74,809
Net Income-$137,445
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 7, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT E GUTHPresident &-$0--
SHERRY D GUTHV President-$0--
Filing and Contact Details

Filer

Filer Name
The Robert & Sherry Guth
EIN
82-3448044
Phone
7046636702
Address
203 BRAWLEY HARBOR PLACE, MOORESVILLE, NC 28117

Signing Officer

Name
Robert E Guth
Title
President & Treas
Phone
7046636702
Signed
2020-07-07
Discuss with paid preparer
Yes

Preparer

Firm
Trosch & Co Llp
Address
750 HOLIDAY DR STE 105, PITTSBURGH, PA 15220-2846
Preparer
David Hoffman
Phone
4124584900
Raw XML Appendix321 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SHERRY D GUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT &
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5MOORESVILLELAKE NORMAN CHRISTIAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6THE BRAIN TUMOUR CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7CHURCH OF THE GOOD SHEPHERD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8ST THERESE CATHOLIC CHURCH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine2Txt161-65 VICTORIA ROAD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ProvinceOrStateNm1HAMPSHIRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6CHARTIY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0BOX 7170
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1146 E MCLELLAND AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 7855
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3161 N CLARK STREET STE 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 62
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 643
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6217 BRAWLEY SCHOOL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DAVIDSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MOORESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2GREENWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MOORESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5DAVIDSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6MOORESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206836
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd360601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd428115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd528036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd628117
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt073140
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt062973
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt011592
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt080716
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt074565
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt017743
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt011592
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0349800
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED APPRECIATION IN SECURITIES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt071143
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0SHORTS - CALL 100 DISNEY EXP 6/21/19
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1SHORTS - CALL 100 DISNEY EXP 1/15/21
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0155849
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0150
TaxesSchedule/TaxesDetail/Amt094
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt094
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT E GUTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum07046636702
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROBERT & SHERRY GUTH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0823448044
ReturnHeader/Filer/PhoneNum07046636702
ReturnHeader/Filer/USAddress/AddressLine1Txt0203 BRAWLEY HARBOR PLACE
ReturnHeader/Filer/USAddress/CityNm0MOORESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028117
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251502921
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TROSCH & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0750 HOLIDAY DR STE 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0152202846
ReturnHeader/PreparerPersonGrp/PhoneNum04124584900
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID HOFFMAN
ReturnHeader/ReturnTs02020-07-14T14:09:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,607,686
Liabilities
$155,849
Net assets
$1,451,837
Revenue
-$62,636
Expenses
$74,809
Net income
-$137,445
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.48$0.14$1.34$0.02$0.09$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.60$0.07$1.53$0.53$0.11$0.42
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.03$0.03$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.67$0.29$1.37$0.17$0.06$0.23
2020Detailed filing. Detailed filing data is available for this year.$1.98$0.12$1.86$0.09$0.04$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.61$0.16$1.45$0.06$0.07$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.31$0.07$1.24$0.01$0.06$0.05